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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,014 | $86,938-78.1% | $102,423-81.4% | $80,925-76.5% |
| Participation rate | 82.8% | 72.4%+10.4pp | 76.5%+6.3pp | 67.7%+15.1pp |
| Annual return | 12.91% | 18.89%-6.0pp | 29.42%-16.5pp | 35.65%-22.7pp |
| Employer contribution / active EE | $827 | $2,369-65.1% | $3,023-72.6% | $2,756-70.0% |
| Participant deferral / active EE | $1,605 | $4,120-61.0% | $5,054-68.2% | $4,299-62.7% |
| Admin fee / account holder | $1,941 | $8,053-75.9% | $9,455-79.5% | $6,940-72.0% |